MWM
DHI icon

Mission Wealth Management’s D.R. Horton DHI Stock Holding History

Mission Wealth Management’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-16,026
Closed -$1.1M – 448
2020
Q4 		$1.1M Hold
16,026
– – 0.07% 134
2020
Q3 		$1.21M Buy
16,026
+4
+0% +$273 0.09% 102
2020
Q2 		$888K Sell
16,022
-82
-0.5% -$3.98K 0.08% 121
2020
Q1 		$548K Buy
16,104
+82
+0.5% +$4.26K 0.06% 147
2019
Q4 		$845K Sell
16,022
-8
-0% -$427 0.08% 128
2019
Q3 		$845K Buy
16,030
+8
+0% +$382 0.09% 119
2019
Q2 		$691K Hold
16,022
– – 0.08% 132
2019
Q1 		$663K Sell
16,022
-350
-2% -$13.7K 0.08% 134
2018
Q4 		$567K Hold
16,372
– – 0.07% 138
2018
Q3 		$691K Hold
16,372
– – 0.09% 121
2018
Q2 		$671K Hold
16,372
– – 0.1% 110
2018
Q1 		$718K Sell
16,372
-350
-2% -$16.3K 0.12% 92
2017
Q4 		$854K Hold
16,722
– – 0.15% 73
2017
Q3 		$668K Hold
16,722
– – 0.12% 86
2017
Q2 		$578K Hold
16,722
– – 0.11% 89
2017
Q1 		$557K Sell
16,722
-2,200
-12% -$68.2K 0.11% 91
2016
Q4 		$517K Buy
18,922
+2,900
+18% +$82.9K 0.1% 93
2016
Q3 		$484K Hold
16,022
– – 0.12% 90
2016
Q2 		$504K Hold
16,022
– – 0.13% 79
2016
Q1 		$484K Sell
16,022
-132
-0.8% -$3.63K 0.13% 82
2015
Q4 		$517K Sell
16,154
-210
-1% -$6.55K 0.15% 70
2015
Q3 		$480K Buy
16,364
+8,626
+111% +$254K 0.15% 67
2015
Q2 		$220K Buy
+7,738
New +$208K 0.08% 120

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mission Wealth Management's DHI Position: Q1 2021 in Review

Mission Wealth Management sold out of D.R. Horton (DHI) in Q1 2021, closing a stake of 16,026 shares — an estimated $1.1M sold.

Mission Wealth Management first reported a position in DHI in Q2 2015 and held it in 23 quarters. The position peaked at $1.21M in Q3 2020. 862 funds tracked by Wall St. Rank hold DHI as of Q1 2021.

  • Mission Wealth Management reported no remaining D.R. Horton position as of Q1 2021 after selling out during the quarter.
  • Mission Wealth Management sold 16,026 D.R. Horton shares in Q1 2021, an estimated $1.1M.
  • Mission Wealth Management first reported a position in D.R. Horton in Q2 2015 and held it in 23 quarters.
  • Mission Wealth Management's D.R. Horton position peaked at $1.21M in Q3 2020.
  • 862 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2021.

Based on Mission Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.